+25.1%
GILD vs SW
-1.1%
+26.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.1% | -1.1% |
| 7D | -4.8% | -5.7% | +0.9% | -4.0% |
| 30D | +5.8% | -11.4% | +17.2% | +7.7% |
| 3M | +14.9% | +2.2% | +12.8% | +14.3% |
| 6M | -0.4% | +4.5% | -4.9% | -1.7% |
| YTD | +18.5% | +15.1% | +3.4% | +15.8% |
| 1Y | +25.1% | -2.5% | +27.6% | +25.1% |
| All | +25.1% | -1.1% | +26.3% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling